Business & productivity influencer survey
Segment new subscribers for business and productivity influencers/creators to personalize content and offers based on their business stage, goals, and
Survey and quiz funnel templates
Collect zero-party segmentation data from your visitors. Use it to personalize your website, tailor your email marketing, and recommend the right products or services. One-click install.
Career development coach survey
Segment new subscribers for career coaches and job search experts to personalize career advancement content and services.
Coaching business intake optimizer
Streamline client qualification for coaches while personalizing the intake experience based on prospect needs and budget.
Content category lead magnet
Display different lead magnets to anonymous visitors on your blog. The lead magnet display will change depending on the category of content they're reading.
Course launch readiness assessment
Help course creators segment their audience based on readiness to purchase, enabling targeted pre-launch sequences and personalized launch messaging.
Creative arts & design educator survey
Segment new subscribers for creative educators and design instructors to personalize art education and creative business content.
Cruise YouTuber audience survey
Easily uncover who's watching your content, what cruise lines they like best, where they cruise, and so much more.
Education & teaching expert survey
Segment new subscribers for educators and teaching experts to personalize educational resources and professional development.
Fitness influencer subscriber survey
Uncover fitness goals, past experience, and more. Then pitch either your 1:1 coaching, or a self-serve video course.
Health & nutrition expert survey
Segment new subscribers for health and nutrition experts to personalize evidence-based health content and recommendations.
Membership site engagement profiler
Identify why members join and personalize onboarding to increase activation and reduce churn.
Mindfulness & mental health creator survey
Segment new subscribers for mindfulness coaches and mental health advocates to personalize wellness content and meditation resources.
Parenting & family lifestyle creator survey
Segment new subscribers for parenting bloggers and family lifestyle creators to personalize parenting tips and family resources.
Personal finance educator survey
Segment new subscribers for personal finance educators to personalize financial education content based on their current situation, goals, and knowledge level.
Photography & visual content creator survey
Segment photography and visual content creators based on their experience level, business goals, and monetization challenges. Perfect for photography course
Post purchase survey
Uncover why people are buying, along with what almost held them back. Conversational and easy-to-answer, and includes open ended asks designed to give you the
Product recommendation engine
Guide visitors to the right product or service tier based on their needs, budget, and goals.
Productivity quiz
This "What's Your Ideal Productivity System?" quiz helps you segment subscribers based on their actual challenges, work situation, and productivity
Project qualification flow
Ask a few questions of potential new clients, and based on their answers either have fill out a project request form (when qualified) or join your newsletter
Quick start segmentation survey
A basic segmentation survey that you can tweak to make yours.
SaaS customer journey
No matter where somebody is in the customer journey with your software company, this Flow will present the perfect opt-in form or next step.
SaaS new lead survey and qualification
Learn more about your leads. Capture their industry, timelines, and more, and then either have them book a demo or start a trial.
Support ticket deflector
Reduce support burden by automatically answering common questions and routing complex issues appropriately.
Sustainable living & homesteading creator survey
Segment new subscribers for sustainable living and homesteading creators to personalize eco-friendly content and self-sufficiency resources.
Target affiliate traffic
Change your lead magnets based on the affiliate that referred someone to your website.
Tech & programming educator survey
Helps tech educators segment new subscribers to personalize coding education and career content based on experience, interests, and goals.
Travel content creator survey
Segment new subscribers for travel content creators to personalize travel tips, destination guides, and travel hacking strategies.
Webinar attendance maximizer
Increase webinar attendance by understanding registrant motivations and sending personalized reminders.
Writing & content creation coach survey
Segment new subscribers for writing coaches and content creation experts to personalize writing education and monetization strategies.
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Frequently asked questions
How do I install a template?
Templates install with one click from your RightMessage dashboard. Browse the template library, preview any template, and click Install. The entire flow, including questions, logic, and design, copies into your account ready to customize.
Can I customize templates after installing?
Yes. Templates are fully editable after installation. Change questions, update copy, adjust the design, modify the logic, and connect to your email platform. Templates give you a starting point. You own and control the final result.
What email platforms do templates work with?
Templates work with all RightMessage integrations including Kit, Mailchimp, ActiveCampaign, HubSpot, Drip, Klaviyo, Customer.io, and more. After installing a template, connect it to your email platform and map the data fields to your tags or custom fields.
Are templates included in all plans?
Yes. All RightMessage plans include full access to the template library. Install as many templates as you need. There are no limits on template usage or the number of flows you can create from templates.
What types of templates are available?
The template library includes quiz funnels for lead generation, survey flows for audience segmentation, lead qualification surveys for sales teams, onboarding flows for SaaS, and intake surveys for agencies and service businesses. Each template collects zero-party data that syncs to your email platform for personalization.
Can I create my own templates from scratch?
Absolutely. Templates are optional starting points. The visual Flow builder lets you create any survey, quiz, or personalization flow from scratch. Many customers start with a template and evolve it into something completely custom for their business.